Associating a Pricing Rule Type with a Policy Plan

Prerequisites

To associate a pricing rule type with a policy plan, you should have:

  • Pricing rule types defined in the application.

Procedure

To associate a pricing rule type with a policy plan:

  1. Ensure that the Pricing Rule Types section is expanded in the Plan screen when you are adding or editing a policy plan of a policy.

    The Pricing Rule Types section contains the following field in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Pricing Rule Type Used to indicate the pricing rule type that you want to associate with the policy plan.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Pricing Rule Type field. On clicking the Search icon, the Pricing Rule Type Search window appears.

    On specifying the pricing rule type, the description of the pricing rule type appears corresponding to the Pricing Rule Type field.

    		 Yes (Conditional)
    Note: This field is required while associating a pricing rule type with the policy plan.
  2. Enter the required details in the Pricing Rule Types section.
  3. If you want to associate more than one pricing rule type with the policy plan, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a pricing rule type from the policy plan, click the Delete (The Delete Icon) icon corresponding to the pricing rule type.
  4. Click Validate and Save.
    The pricing rule type is associated with the policy plan.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration
How to define a policy Defining a Policy
How to edit the policy details Editing the Policy Details
How to add a policy plan in a policy Adding a Plan in a Policy
How to edit the policy plan details Editing the Policy Plan Details